We work hard to understand the best possible outcome for our clients. This includes determining the best transaction structure, best buyer type, and ideal timeline
We draft a best-in-class Executive Summary and Confidential Information Memorandum (CIM) that are written in a manner that will allow the largest number of potential buyers to understand and properly value your business. We want competition in the process. The more buyers that can understand and get excited about your deal the better
Marketing Effort
We use our proprietary marketing list, which we refine to contact ideal potential buyers, ensuring they see the opportunity and hear directly from us about the virtues of your business
We supplement proprietary lists with public facing listing platforms and our own broad contact network to find additional potential buyers
Buyer Evaluation and Offer Maximation
We work directly with all potential buyers to maximize each bid. Experience shows this approach generates the best possible outcome for our clients, both in terms of enterprise value and deal structure
Due Diligence and Closing
Due diligence is a critically important but challenging process. We work with our clients to understand the process and compile all relevant information. We also serve as the intermediary during due diligence, minimizing the demands on your time so that you can focus on operating your business
A good adviser will not only work tirelessly to close your deal, he/she will also make sure the deal is tax-efficient, minimizes legal risks, and serves you and your business well
Building Value
Buy-Side Representation
Work with clients to determine ideal size, region and service (P&D or Linehaul)
Identify purchase opportunities
Contact potential sellers
Help negotiate purchase price and structure
Work with clients to create ideal capital structure (including procuring debt capital if needed)
Facilitate due diligence transmission by providing client access to our secure data room service
Coordinate with professional services team (accountants, attorneys, environmental, etc)
Close. The transaction isn’t closed until it is closed. It is our responsibility to keep the transaction moving in a smooth and efficient manner, working through the finalities to keep the process as predictable as possible
